Equity Mates Investing Podcast Australia's best asset class, Michael Burry sells everything & buying property with mates
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Jun 1, 2025 Michael Burry's recent stock sell-off turns heads as he keeps only Estee Lauder in his portfolio. The conversation dives into whether any asset class has outperformed Australian property over the past 20 years. Joint property investments are analyzed, revealing the perks and pitfalls of buying real estate with friends. The hosts also discuss the influence of global dynamics on local markets, including the agriculture sector's surprising performance and the latest tech company updates. Lastly, digital identity protection tips are highlighted amidst growing data breach concerns.
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Agricultural Land Tops Australian Assets
- Agricultural land outperformed residential property significantly over 20 years in Australia.
- Specific regions like Western Victoria and Tasmania saw increases up to 800%, beating even stock market returns with dividends reinvested.
Nvidia Surges Amid AI Demand
- Nvidia's revenue and profit surged largely due to booming AI-related demand.
- Despite US export restrictions to China, Nvidia is innovating to maintain market access, showing strong growth prospects.
Tesla Activist Pressure on Elon Musk
- Activist investors owning a huge portion of Tesla's stock pressed Elon Musk to dedicate more hours and improve board governance.
- Elon claims working 120-hour weeks and sleeping at factory floors, emphasizing his commitment despite criticisms.